Guardian Wealth Advisors, LLC Incresed Positions in Q1 2025

Guardian Wealth Advisors, LLC

  • $1.16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
3
+ 0.19%
$19.96 - $20.4 $59.9 - $61.2
1.55K $31K
IEF
Ishares Barclays

ETFs
9
+ 8.65%
$91.17 - $95.39 $821 - $859
113 $10K
IMCV
Ishares Morningstar Mid Cap Va

ETFs
2
+ 0.14%
$71.9 - $77.57 $144 - $155
1.41K $104K
XLU
Utilities Sector Spdr

ETFs
1
+ 1.75%
$74.7 - $80.27 $74.7 - $80.3
58 $4K
QQMG
Invesco Exchange Traded Fd Tr

ETFs
35
+ 12.68%
$31.77 - $36.65 $1.11K - $1.28K
311 $9K
XLRE
Select Sector Spdr Tr Real Est

ETFs
3
+ 4.05%
$39.18 - $43.52 $118 - $131
77 $3K
JGRO
J P Morgan Exchange Traded Fd
27
+ 42.19%
N/A
91 $0
EBND
Spdr Bloomberg Emerging Market

ETFs
39
+ 1300.0%
$19.47 - $20.36 $759 - $794
42 $0
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2
+ 0.27%
$55.41 - $60.74 $111 - $121
752 $42K
Lam Research Corp
4
+ 0.07%
N/A
5.38K $0
XLI
Industrial Sector Spdr

ETFs
1
+ 3.85%
$128.78 - $141.67 $129 - $142
27 $3K
Linde PLC
43
+ 4.08%
N/A
1.1K $0
Blackrock Inc
5
+ 0.56%
N/A
897 $0
ETF Ser Solutions
3.94K
+ 0.89%
N/A
446K $0
JUCY
ETF Ser Solutions Aptus Enhanc
140K
+ 5.91%
N/A
2.52M $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
8
+ 5.8%
$25.69 - $26.89 $206 - $215
146 $3K
IDME
ETF Ser Solutions Intl Drawdow

ETFs
494
+ 22.46%
N/A
2.69K $0
Fidelity Wise Origin Bitcoin
161
+ 4.16%
N/A
4.04K $0
Litman Gregory Fds Tr
1.3K
+ 24.07%
N/A
6.71K $0
NEE
Nextera Energy Inc

Utilities
108
+ 0.92%
$66.96 - $76.16 $7.23K - $8.23K
11.9K $844K
LHX
L3 Harris Technologies, Inc.

Industrials
3
+ 0.26%
$194.65 - $222.86 $584 - $669
1.16K $242K
ETW
Eaton Vance Tax Managed Global Buy Write Opportunities Fund

Financial Services
43
+ 0.29%
$8.24 - $8.68 $354 - $373
14.7K $120K
CMCSA
Comcast Corp

Communication Services
26
+ 0.29%
$33.19 - $38.23 $863 - $994
9.03K $333K
RIG
Transocean Ltd.

Energy
466
+ 4.37%
$2.67 - $4.28 $1.24K - $1.99K
11.1K $35K
RSP
Invesco S&P 500 Equal Weight E

ETFs
8
+ 0.24%
$169.43 - $182.84 $1.36K - $1.46K
3.3K $571K
IWR
Ishares Russell Mid Cap ETF

ETFs
283
+ 3.25%
$82.81 - $92.93 $23.4K - $26.3K
8.99K $764K
VUG
Vanguard Growth ETF

ETFs
226
+ 10.06%
$369.1 - $427.61 $83.4K - $96.6K
2.47K $916K
DSI
Ishares Msci Kld 400 Social Et

ETFs
13
+ 1.28%
$101.98 - $115.66 $1.33K - $1.5K
1.03K $105K
MET
Metlife Inc

Financial Services
46
+ 0.66%
$77.7 - $87.0 $3.57K - $4K
7.06K $567K
VONE
Vanguard Russell 1000 ETF

ETFs
32
+ 2.63%
$250.16 - $278.79 $8.01K - $8.92K
1.25K $317K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
26
+ 1.17%
$40.03 - $46.81 $1.04K - $1.22K
2.24K $91K
PHM
Pultegroup Inc

Consumer Cyclical
24
+ 1.14%
$101.09 - $118.51 $2.43K - $2.84K
2.13K $218K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
15
+ 0.16%
$21.23 - $23.75 $318 - $356
9.64K $207K
AMP
Ameriprise Financial Inc

Financial Services
24
+ 4.95%
$472.29 - $575.13 $11.3K - $13.8K
509 $246K
VTWV
Vanguard Russell 2000 Value Et

ETFs
4
+ 0.35%
$131.51 - $149.24 $526 - $597
1.13K $150K
VTWO
Vanguard Russell 2000 ETF

ETFs
32
+ 1.55%
$80.08 - $92.93 $2.56K - $2.97K
2.1K $169K
LCID
Lucid Group, Inc.

Consumer Cyclical
803
+ 2.68%
$2.03 - $3.48 $1.63K - $2.79K
30.8K $74K
ISCB
International Speedway Corp

ETFs
10
+ 0.25%
$53.73 - $61.7 $537 - $617
3.98K $215K
VTWG
Vanguard Russell 2000 Growth E

ETFs
1
+ 0.12%
$185.73 - $221.19 $186 - $221
823 $153K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
31
+ 0.23%
$32.42 - $36.13 $1.01K - $1.12K
13.4K $441K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.25%
$326.43 - $408.24 $653 - $816
794 $270K
BA
Boeing CO

Industrials
41
+ 0.92%
$148.15 - $186.25 $6.07K - $7.64K
4.48K $764K
GM
General Motors CO

Consumer Cyclical
89
+ 1.99%
$45.22 - $54.92 $4.02K - $4.89K
4.56K $214K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
27
+ 0.41%
$408.78 - $448.82 $11K - $12.1K
6.55K $2.75M
PFE
Pfizer Inc

Healthcare
871
+ 2.17%
$25.01 - $27.13 $21.8K - $23.6K
41K $1.04M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
2
+ 0.5%
$634.14 - $744.83 $1.27K - $1.49K
399 $253K
SCHA
Schwab Strategic Tr Us Small C

ETFs
600
+ 3.22%
$23.16 - $27.04 $13.9K - $16.2K
19.2K $450K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
92
+ 5.79%
$165.25 - $224.62 $15.2K - $20.7K
1.68K $279K
GIS
General Mills Inc

Consumer Defensive
526
+ 3.18%
$57.56 - $65.3 $30.3K - $34.3K
17.1K $1.02M
Activity Summary
Buys All Purchases 279 New Holdings 36 Increased Positions 243 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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